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iShares ESG Screened S&P Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
1
IFP Advisors
Florida
$1.57M +$2.13M +63,161 +9,628%
Franklin Resources
2
Franklin Resources
California
$1.39M
MWM
3
Merriman Wealth Management
Washington
$966K -$1.27M -37,685 -56%
Jane Street
4
Jane Street
New York
$962K -$1.8M -53,331 -65%
PA
5
Parkside Advisors
California
$630K +$638K +18,954 New
APP
6
Avantax Planning Partners
Iowa
$609K
BFO
7
Biltmore Family Office
North Carolina
$562K
CA
8
Cetera Advisors
Colorado
$535K -$42.6K -1,267 -7%
APW
9
Atlantic Private Wealth
North Carolina
$493K +$2.9K +86 +0.6%
BWP
10
BSW Wealth Partners
Colorado
$442K +$448K +13,295 New
JFA
11
JNBA Financial Advisors
Minnesota
$384K +$65.6K +1,950 +20%
Goldman Sachs
12
Goldman Sachs
New York
$378K
BMD
13
Better Money Decisions
New Mexico
$284K +$66.3K +1,970 +30%
DADC
14
D.A. Davidson & Co
Montana
$271K +$275K +8,167 New
JMPWA
15
JP Morgan Private Wealth Advisors
California
$255K +$259K +7,686 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$242K -$787K -23,391 -76%
MBI
17
Montrusco Bolton Investments
Quebec, Canada
$207K +$210K +6,236 New
HCA
18
Heck Capital Advisors
Wisconsin
$178K +$180K +5,353 New
AIA
19
Armor Investment Advisors
North Carolina
$99.1K +$37.4K +1,111 +59%
MA
20
MCF Advisors
Kentucky
$75.7K +$76.7K +2,280 New
HI
21
Harbour Investments
Wisconsin
$59.8K +$60.6K +1,800 New
UBS Group
22
UBS Group
Switzerland
$57K -$225K -6,685 -80%
AF
23
Advisornet Financial
Minnesota
$53.8K
PC
24
Pecaut & Co
Iowa
$49K
Osaic Holdings
25
Osaic Holdings
Arizona
$40K +$21.2K +629 +107%